Hamilton Beach Brands Ownership | Who Owns Hamilton Beach Brands?
Hamilton Beach Brands Ownership Summary
Hamilton Beach Brands is owned by 30.20% institutional investors, 28.85% insiders, and 40.94% retail investors. Blackrock is the largest institutional shareholder, holding 4.03% of HBB shares. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 2.45% of its assets in Hamilton Beach Brands shares.
HBB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hamilton Beach Brands | 30.20% | 28.85% | 40.94% |
| Sector | Consumer Cyclical Stocks | 42.52% | 13.91% | 43.57% |
| Industry | Furnishings, Fixtures & Appliances Stocks | 42.32% | 16.58% | 41.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 570.26K | 4.03% | $9.80M |
| Blackrock funding, inc. /de | 529.42K | 3.92% | $7.61M |
| Ameriprise financial | 467.48K | 3.46% | $6.72B |
| Vanguard group | 407.70K | 3.02% | $5.86M |
| Dimensional fund advisors lp | 400.46K | 2.96% | $5.75M |
| Pacific ridge capital partners | 327.37K | 2.42% | $4.70M |
| American century companies | 207.55K | 1.54% | $2.98M |
| North star investment management | 165.65K | 1.23% | $2.38M |
| Geode capital management | 152.15K | 1.13% | $2.19M |
| Curbstone financial management | 136.90K | 1.01% | $1.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 327.37K | 1.03% | $4.70M |
| Mork capital management | 60.00K | 0.59% | $862.20K |
| Curbstone financial management | 136.90K | 0.38% | $1.97M |
| North star investment management | 165.65K | 0.15% | $2.38M |
| Koss-olinger consulting | 35.70K | 0.05% | $639.00K |
| Gsa capital partners llp | 36.57K | 0.04% | $526.00K |
| Bridgeway capital management | 118.46K | 0.04% | $1.70M |
| Rbf capital | 27.51K | 0.02% | $395.36K |
| 1620 investment advisors | 1.45K | 0.01% | $20.89K |
| Empowered funds | 58.36K | 0.01% | $838.69K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 570.26K | 0.00% | 380.51K |
| Gsa capital partners llp | 36.57K | 0.04% | 36.57K |
| Ameriprise financial | 467.48K | 0.00% | 20.59K |
| Jane street group | 36.22K | 0.00% | 17.99K |
| Mariner | 13.24K | 0.00% | 13.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Third avenue management | - | - | -131.46K |
| Azarias capital management | - | - | -88.61K |
| North star investment management | 165.65K | 0.15% | -87.95K |
| Parkwood | - | - | -49.79K |
| Marshall wace, llp | - | - | -49.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gsa capital partners llp | 36.57K | 0.04% | 36.57K | $526.00K |
| Mariner | 13.24K | 0.00% | 13.24K | $190.32K |
| Two sigma investments, lp | 11.44K | 0.00% | 11.44K | $164.35K |
| Invesco | 10.49K | - | 10.49K | $150.77K |
| Susquehanna group, llp | 10.00K | - | 10.00K | $168.33K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -1.00 |
| Northwestern mutual wealth management | -1.00 |
| Gamma investing | -17.00 |
| Coldstream capital management | -31.00 |
| First horizon advisors | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 71 | -4.05% | 4,081,988 | -6.53% | 30 | 2.89% | 25 | -10.71% | 26 | -10.34% |
| Jun 30, 2025 | 76 | -9.52% | 4,412,653 | -2.78% | 32 | 3.00% | 28 | -12.50% | 30 | 15.38% |
| Mar 31, 2025 | 2 | -97.59% | 30,299 | -99.35% | - | 0.02% | 1 | -97.44% | - | -100.00% |
| Dec 31, 2024 | 52 | -38.82% | 3,567,612 | -25.32% | 25 | 2.17% | 23 | -50.00% | 14 | -26.32% |
| Sep 30, 2024 | 84 | 12.00% | 4,777,146 | -0.55% | 34 | 2.98% | 46 | -2.13% | 18 | 20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Pacific Ridge Capital Ptnrs Micro Cp Val | 340.04K | 2.45% | -19.49K |
| Small Cap Value Select | 315.99K | 2.31% | 315.99K |
| Columbia Small Cap Value Discv A | 300.79K | 2.23% | 8.30K |
| Columbia Small Cap Value I A | 300.79K | 2.23% | 8.30K |
| Columbia Small Cap Value Discovery Fund | 292.49K | 2.17% | 655.00 |
| Vanguard US Total Market Shares ETF | 290.58K | 2.15% | - |
| Columbia Small Cap Value I | 292.49K | 2.14% | 655.00 |
| Vanguard Total Stock Mkt Idx Inv | 255.39K | 1.90% | -7.09K |
| Avantis US Small Cap Value ETF | 189.45K | 1.41% | - |
| iShares Russell 2000 ETF | 176.59K | 1.31% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
HBB Ownership FAQ
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